KC

Kingfisher Capital Portfolio holdings

AUM $437M
1-Year Est. Return 41.7%
This Quarter Est. Return
1 Year Est. Return
+41.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.3M
3
+$3.85M
4
UPS icon
United Parcel Service
UPS
+$3.66M
5
FSLR icon
First Solar
FSLR
+$2.88M

Top Sells

1
+$7.72M
2
+$5.47M
3
+$4.96M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.84M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.84M

Sector Composition

1 Technology 19.94%
2 Financials 11.71%
3 Healthcare 10.75%
4 Industrials 10.19%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$365K 0.1%
2,442
+16
127
$362K 0.09%
1,418
-21,438
128
$352K 0.09%
6,355
+55
129
$349K 0.09%
3,314
+12
130
$343K 0.09%
+13,000
131
$340K 0.09%
5,625
132
$320K 0.08%
6,328
-123
133
$319K 0.08%
3,490
-84,478
134
$319K 0.08%
2,203
-32,645
135
$310K 0.08%
1,021
+3
136
$308K 0.08%
3,275
-38
137
$293K 0.08%
2,412
+2
138
$289K 0.08%
2,469
+29
139
$282K 0.07%
4,914
+8
140
$277K 0.07%
3,110
+145
141
$264K 0.07%
2,826
142
$261K 0.07%
33,643
+656
143
$261K 0.07%
995
+1
144
$252K 0.07%
2,318
-16,306
145
$249K 0.06%
6,739
-754
146
$249K 0.06%
5,293
+74
147
$247K 0.06%
520
+1
148
$244K 0.06%
1,796
+4
149
$237K 0.06%
4,687
-173
150
$228K 0.06%
6,108
+42
3 4 5
6
7